The Best 529 College Savings Plan

You may have heard that the cost of college tuition is rising, but did you know that the cost of tuition at a 4-year public-university could be as much as $225,000 for a child born today, under moderate assumptions?

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Bryan Rogowski
CAPE Fear

As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive.

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Bryan Rogowski
Over The Hedge

A recent press article said that with major risk assets looking "fully valued," it was time to seek out alternative investments such as hedge funds. But those thinking of making that shift might want to look before they leap.

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Bryan Rogowski
Investment returns are unpredictable

Investors are often led to believe that experts must have some reliable ways to predict what investments will perform better than the rest in any given year. The secret no one wants you to know, is that experts have great difficulty making such predictions.

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Bryan Rogowski
Curve Ball

There's a school of thought that says the best way to manage a fixed income portfolio is to base your investment decisions on where you think interest rates are headed. But what if expectations are changing all the time?

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Bryan Rogowski
The Ebb and Flow of Bond Prices

If you have been following the financial press and have seen news of the recent fall in bond prices, I don't want you to worry. A decline in bond prices is part of the natural ebb and flow (like the ocean in the picture above) between the bonds and stock mutual funds in your portfolio.

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Bryan Rogowski